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. they know the market needs to move away from this, but it's going to away longer process. >> kevin and mike will be with us for the rest of the hour. >> and it's time for the global markets report. kelly evans is standing by in london. i could string up a lot of thing to talk to you about, kelly. you're very close to davos. i don't know. we -- i don't really feel like i've missed anything, really. but you're still close. you could have jetted over there easily and joined in with, you know, john legend and charlie thero this e, andrew ross sorkin. >> i was hoping maybe some of those people would use it as an excuse to come through london. ross westgate has been away at davos covering the event. he'll be back tomorrow. i've been holding down the ship in the meantime. i think you get more out of it if you're there, but if you missed it, you're kind of like, yeah, life goes on. we're down by 0.04%. what's interesting is the extend to which people are talking about the rally over here, driven by the same kind of positive mood fundamentals if you want to call it that that's underpinning the rally
on and mike corbit from citigroup is also here. among the hedge fund managers here. dan lobe is a regular and paul singer we talked in the last hour from elliott management. one that might surprise you. steve cohen, amid this big investigation on insider trading is in davos. a number of people have seen him walking around saying hello to people. i don't know if he's talking about the investigation. at a time you might think he would hide, he is out and about. a lot of people talking about who is not here almost sometimes as important as who is on the list. among those who are not coming this year, some big questions about what this means, what it says about davos. the whole google contingent, they used to throw a huge party friday nights the past several years, they opted out completely. what does that mean? bill clinton a regular is not here. and jim bryan and while we're on the air j. they're interviewing derek jeter of all things. i don't know if you can think of derek jeter as a guy at davos. they did lunch together and tina brown tweeting up a storm was actually about lance armstrong
more concerned here. >> yeah, we've talked last week with you, phil, and i believe mike boyd in talking a little bit about the 747 and the troubles it had. was that a situation where they had to flow down production or were they able to correct it more quickly? >> i'm not sure how much they had to slow down production. that was so long ago it's hard to remember exactly what happened. you're looking at a much more intense situation here because you're ramping up production of the 787. that's a big part of the estimates that wall street's looking at for boeing this year. starting at five right now per month and going up to ten per month. if that doesn't change, then you're going to look at most investors saying, oh, well they'll get through this. if they have to change that it's a totally different ball game. >> phil thank you very much. we'll check back in later. >> hewlett-packard narrowly missed an opportunity to back out of buying autonomy. "the wall street journal" says that auditors spoke with hp days before the acquisition went through, and told the company about an allegation of i
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